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Vanguard Growth ETF
VUG

Overview Fund Activity

2,031 hedge funds and large institutions have $72B invested in Vanguard Growth ETF in 2023 Q4 according to their latest regulatory filings, with 294 funds opening new positions, 798 increasing their positions, 652 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,031
Holders Change
+210
Holders Change %
+11.53%
% of All Funds
29.77%
Holding in Top 10
374
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+16.88%
% of All Funds
5.48%
New
294
Increased
798
Reduced
652
Closed
56
Calls
$61.1M
Puts
$23.1M
Net Calls
+$38M
Net Calls Change
+$41M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.2B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$405M
3
Bank of America
Bank of America
North Carolina
+$399M
4
Goldman Sachs
Goldman Sachs
New York
+$254M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$214M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$270M
2
Osaic Holdings
Osaic Holdings
Arizona
-$138M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$117M
4
UCFA
United Capital Financial Advisors
Texas
-$117M
5
RIA
Retirement Investment Advisors
Oklahoma
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWPG
826
Strategic Wealth Partners Group
Illinois
$2.52M -$5.29K -17 -0.2%
AAM
827
Aureus Asset Management
Massachusetts
$2.51M – – –
TWC
828
TD Waterhouse Canada
Ontario, Canada
$2.5M +$211K +627 +9%
HWA
829
HHM Wealth Advisors
Tennessee
$2.48M – – –
HA
830
Hanover Advisors
South Carolina
$2.48M +$2.48M +7,974 New
AGC
831
Aspen Grove Capital
Colorado
$2.47M +$152K +494 +7%
PFS
832
Prospect Financial Services
New York
$2.47M +$2.47M +7,943 New
EE
833
EWG Elevate
California
$2.47M -$591K -1,900 -19%
BlackRock
834
BlackRock
New York
$2.47M +$123K +396 +5%
GEA
835
Glen Eagle Advisors
New Jersey
$2.45M +$563K +1,811 +30%
CWAG
836
Compton Wealth Advisory Group
Virginia
$2.45M -$1.5M -4,835 -38%
WB
837
West Bancorporation
Iowa
$2.43M +$422K +1,359 +21%
AO
838
Advisor OS
Illinois
$2.43M -$387K -1,246 -14%
HF
839
Halpern Financial
Virginia
$2.42M +$856K +2,831 +55%
AR
840
Apeiron RIA
Texas
$2.42M -$407K -1,310 -14%
EWM
841
Evermay Wealth Management
Virginia
$2.42M -$109K -351 -4%
SWP
842
Semus Wealth Partners
Florida
$2.41M +$411K +1,321 +21%
WBCM
843
Wilson & Boucher Capital Management
California
$2.4M +$8.39K +27 +0.4%
GAM
844
Grandview Asset Management
Pennsylvania
$2.4M +$21.8K +70 +0.9%
HI
845
Horizon Investments
North Carolina
$2.4M +$205K +660 +9%
YLHM
846
Yelin Lapidot Holdings Management
Israel
$2.39M -$390K -1,255 -14%
KWM
847
Keebeck Wealth Management
Illinois
$2.38M -$149K -480 -6%
EA
848
Eclectic Associates
California
$2.38M -$2.75M -8,843 -54%
TCA
849
Transcend Capital Advisors
New Jersey
$2.38M -$796K -2,562 -25%
LRPA
850
L. Roy Papp & Associates
Arizona
$2.35M – – –
32 33
34
35 36